The whole firm on one screen — pipeline, matters, money.
You can already see the matters in Clio. What you can’t see is the line that runs through them: what came in, what it became, what it’s worth, and where it’s leaking. Kefilex draws that line, and puts the firm’s real numbers where a decision can be made from them.
Three systems, three half-answers.
Enquiries, their source and their conversion are spread across the phone system, a shared inbox and the practice management tool — so no one screen tells you the whole story.
The aged-debt headline overstates what is genuinely chaseable, mixing what is owed with what is already covered or settled.
What leadership gets.
- One connected viewEnquiries, matters and money on a single screen, joined up.
- Numbers you can act onWhat is genuinely owed, what is converting, what a source is worth.
- Managers see the pipeline; owners hold the keysThe right view for each, without handing everyone the settings.
- Your data stays yoursClio remains the system of record; nothing is locked away.
Illustrative — a stylised view, not a screenshot.
The result.
You stop running the firm on anecdote and month-old spreadsheets. The pipeline, the matters and the money sit in one place you can trust — and the questions that used to take a week to answer take a glance.